Protection

Protection news for Financial Advisers and Paraplanners - Royal London: The marketing studio – helping you make the case for protection

At Royal London we aim to give you marketing material full of powerful arguments to help you make the case for protection, develop your client base and increase referrals. That’s why we built the marketing studio specifically for advisers. more...

Protection Seminar for Financial Advisers & Paraplanners - Old Mutual Wealth: Supporting your clients when they need you the most

Join us at our 2019 protection seminar where our experts will be exploring the needs of vulnerable customers throughout the advice journey. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Giving you and your clients more choice

Losing an income due to an illness or injury is one of the biggest risks your clients will face. Having a flexible approach to income protection could help you provide the right cover at the right price. more...

Protection news for Financial Advisers and Paraplanners - Aegon updates business protection process for advisers

Aegon have rolled out the same online service process it launched for personal protection and whole of life last year for business protection and for its relevant life product, which has been updated. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Our change could help make the income protection sale easier

Our new 5-year term for income protection could make the product more desirable for some clients. more...

Protection news for Financial Advisers and Paraplanners - HLP panel win for new protection entrant, Guardian

Protection challenger, Guardian, today joins the HL Partnership (HLP) Protection Panel. It’s the latest of a succession of important distribution wins for the new entrant, which has seen huge interest in its quality approach and pioneering proposition since launch in Q3 last year. more...

Protection webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Assessing critical illness cover

With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients. more...

Protection news for Financial Advisers and Paraplanners - When the Wheel of Life lands on terminal illness…

It’s notoriously difficult for doctors to predict survival rates for people with stage 4 cancer, so many are reluctant to do so. But terminal illness cover will typically only pay out if someone is given less than 12 months to live.It’s notoriously difficult for doctors to predict survival rates for people with stage 4 cancer, so many are reluctant to do so. But terminal illness cover will typically only pay out if someone is given less than 12 months to live. more...

Protection news for Financial Advisers and Paraplanners - Defaqto: Analyse Critical Illness Cover policies side by side

With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming. Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare new and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Talk about trivial spending habits - better protection conversations

Part four of our 'Five top tips for better protection conversations' series - talking about trivial spending habits. In my last blog I talked about using different types of questions to gain a different type of answer. We can do this using more ‘open’ style questions when we require a more open style answer. more...

Protection news for Financial Advisers & Paraplanners - Guardian: When the Wheel of Life says your client can’t work…

Most providers offer waiver of premium as an optional extra, but it normally comes with a cost. The reality is, trying to upsell protection is an already difficult task. That’s why at Guardian our built-in Premium Waiver comes as standard. So, if we offer someone cover, they automatically get waiver, regardless of their age, occupation or any sports they play. more...

Protection event for Financial Advisers & Paraplanners - Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

In the 3.5 hour seminar we will discuss the increasing FCA focus on ‘vulnerable customers’, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey. more...

Protection news from Financial Advisers & Paraplanners - Guardian: When the Wheel of Life expands your clients’ family…

The average age of a first-time mother in the UK has risen to almost 29 , with 47% of women now not having children by the age of 30 . Why is this relevant for the protection industry? more...

Protection news from Financial Advisers & Paraplanners - Aegon: New – second medical opinion service

We’ve partnered with RedArc to introduce a second medical opinion service – additional support for your protection clients. more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: The benefits of power of attorney

A serious accident or an illness that requires a lengthy stay in hospital, even in intensive care, can have long lasting physical and financial effects, including an emotional impact on your client and their family. more...

Protection news from Financial Advisers & Paraplanners - Guardian: Protection challenger, Guardian, is on openwork panel

First time ever a new market entrant has secured this coveted position Guardian, the new protection challenger, has joined the coveted Openwork panel of protection providers. It’s a big coup for the life and critical illness entrant, who now have access to Openwork’s network of over 3,000 advisers. It’s the first time ever a new market entrant has been chosen for Openwork’s ‘best of breed’ panel more...

Protection news from Financial Advisers & Paraplanners - Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours. One of the modules you might be interested in is our guide to wills, trusts and guardianship. more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: Protection Cover Continuation

If you take out a joint life policy that pays out when the first person becomes ill or dies, the policy will end when you receive the pay-out. This will leave the second person covered by the policy without any cover for the future. But does the pay-out mean they are financially secure for life? more...

Protection news for Financial Advisers & Paraplanners - When the Wheel of Life lands on a heart attack…

Nobody can predict if or when a heart attack might strike. But what’s most important to know is that if it does happen, the protection your client bought is going to pay out when they need it most. more...

Protection news for Financial Advisers & Paraplanners - Royal London: The importance of protecting a property portfolio - case study

Landlords - like any other business owner - need to make provision should the very worst happen, to protect their families and their lifestyle. more...

Protection webinar for Financial Advisers & Paraplanners - Aviva: Discover how significant our relevant life insurance is

Like other relevant life insurance products, ours provides a tax efficient death-in-service benefit for business owners and key employees. more...

Protection news from Financial Advisers & Paraplanners - Royal London: Promote the value of your advice

When it comes to talking to your clients about protection, we know you can typically run into some obstacles along the way. One of the common objections you might come up against is that your clients think it’s easier and cheaper to go online and do it themselves. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Protection CPD hub - The importance of business protection

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Protection News for Financial Adviser and Paraplanners - Royal London: Three new opportunities in the protection market – they’re not what you think!

What’s the news in protection? On the surface you could be forgiven for thinking there isn’t anything new, that protection is still generally being overlooked and undervalued. more...

Protection update for Financial Advisers and Paraplanners - Defaqto: Protection service review 2019

With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘claims handling and administration' and ‘new business processing’ the most important aspect of service. more...

Protection News for Financial Adviser and Paraplanners - Aviva Relevant Life: The difference is still significant

Relevant Life Insurance could be an important financial planning solution for small businesses. It’s a tax efficient way of providing a death-in-service benefit and doesn’t contribute to the policyholder’s pension lifetime allowance. more...

Protection news for Financial Advisers & Paraplanners - Royal London: Cancer cover where it matters

Critical illness definitions to cover early forms of cancer. Cancer is the single biggest critical illness risk we all face. Cancer Research UK estimates that one in two people in the UK born after 1960 will be diagnosed with cancer during their lifetime*. more...

Protection news for Financial Advisers and Paraplanners - Guardian: Future-proofing protection

The dynamics of life have changed significantly in the last 20 years. Individuals’ lives no longer step sensibly along the traditional timeline in which babies come after house purchases and marriages last forever. And quite frankly, protection hasn’t really caught up. Until now. more...

Protection update for Financial Advisers and Paraplanners - Defaqto has launched a new critical illness cover comparison tool

Defaqto has launched its critical illness cover comparison tool, CIC Compare. A new module in Engage, Defaqto’s end-to-end financial planning solution, it is an easy to use tool that helps advisers compare new and historical critical illness policies in under five minutes on a whole of market basis, including white labels and direct products. more...

Protection news for Financial Advisers & Paraplanners - Royal London: We’ve improved your online dashboard

We’ve introduced some new features to our online journey so you can see where your applications are in the process. more...

Protection news for Financial Advisers and Paraplanners - Guardian’s Katya Maclean promoted to Chief Operating Officer

Protection challenger, Guardian, has promoted Katya MacLean, previously Proposition Director, to the role of Chief Operating Officer. more...

Protection News for Financial Adviser and Paraplanners - Old Mutual Wealth: Children’s critical illness cover

Probably one of the greatest worries for a parent is that their child may become seriously ill. At such a stressful time, the last thing you need is the additional worry of financial problems. more...

Protection news for Financial Advisers & Paraplanners - The 'Dos and 'don'ts' of debt - talk - Royal London

“Blue Monday” is the third Monday of January, so-called because it is meant to be the most depressing day of the year. This is due to a combination of factors – but one of these factors is post-Christmas debt levels – they tend to be higher than at other times of year. more...

Protection news for Financial Advisers & Paraplanners - Old Mutual Wealth Critical Illness cover

The more comprehensive the critical illness cover, the more difficult it is to explain. That’s why we’ve put together this short video infographic to help you explain to your client, in less than two minutes, what we include as standard in our critical illness cover. more...

Protection news for Financial Advisers & Paraplanners - Old Mutual Wealth: Protecting your clients

Resolve to provide comprehensive protection that supports your clients before, during and after a claim. Over the festive period, many lucky people will have been given presents that are precious to them. Insuring these items seems like a no brainer, but how much and what kind is a difficult decision, particularly as insurance policies tend to have a lot of options and it can be challenging to run through reams of “what if” situations. more...

Protection news for Financial Advisers and Paraplanners - Defaqto: Positive indicators for income protection insurance

Ben Heffer discusses income protection insurance, and how advisers view this protection product. more...

Protection Partner webcast for Financial Advisers & Paraplanners - Webcast - Adviser Business Accelerator: Helping you to win more protection clients. Faster

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Income Protection when it matters most

Protecting against injury or illness should be right at the top of a client’s list when it comes to protection. But despite it covering the biggest risk, income protection still isn’t bought as often as life cover or critical illness cover. more...

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